Form Documents

Resources

Investments

Application Form Date: July 7, 2017 | Size: 1,000.6 KB Download File
Bank Investment Loan Application Date: July 4, 2017 | Size: 1.7 MB Download File
Movable Hypothec on Investment Securities Date: January 10, 2014 | Size: 222.1 KB Download File
Pre-Authorized Chequing Agreement Date: March 10, 2017 | Size: 102.5 KB Download File
TFSA Application Form Date: July 7, 2017 | Size: 844.2 KB Download File
Transfer Authorization - Registered Investments Date: March 10, 2017 | Size: 499.4 KB Download File
Transfer Authorization - Non-Registered Investments Date: March 10, 2017 | Size: 458.9 KB Download File

Regulatory Documents

Resources

Annual Information Form (AIF)

2017 Annual Information Form - All Mutual Funds Date: August 23, 2017 | Size: 341.0 KB Download File

2017 Fund Change Notice and Circular

Fund Change Notice and Circular Date: June 20, 2017 | Size: 185.1 KB Download File

Prospectuses & Offering Documents

2017 Simplified Prospectus - All Mutual Funds Date: August 23, 2017 | Size: 910.4 KB Download File
Stone GaleForce Dividend Growth Pool Offering Memorandum Date: | Size: 284.3 KB Download File

Proxy Voting Disclosure

Proxy Voting Disclosure For all funds | External Link View Link

Fund Fact Sheets

Fund Fact Sheets For all funds | External Link View Link

Other Regulatories

Trade Matching Settlement Statement Date: | Size: 23.7 KB Download File
Proxy Voting Guidelines Date: | Size: 100.8 KB Download File

MRFP and Financial Statements

2016 Annual Financial Statements - All Mutual Funds Date: March 22, 2017 | Size: 1.6 MB Download File
2016 Annual Financial Statements - GaleForce Dividend Growth Pool Date: March 22, 2017 | Size: 520.0 KB Download File
2016 Annual Management Report of Fund Performance - Dividend Growth Class Canada Date: March 22, 2017 | Size: 385.3 KB Download File
2016 Annual Management Report of Fund Performance - EuroPlus Dividend Growth Fund Date: March 22, 2017 | Size: 375.1 KB Download File
2016 Annual Management Report of Fund Performance - Flagship Global Growth Fund Date: March 22, 2017 | Size: 374.2 KB Download File
2016 Annual Management Report of Fund Performance - Flagship Growth & Income Fund Canada Date: March 22, 2017 | Size: 404.9 KB Download File
2016 Annual Management Report of Fund Performance - Flagship Stock Fund Canada Date: March 22, 2017 | Size: 382.5 KB Download File
2016 Annual Management Report of Fund Performance - Resource Plus Class Date: March 22, 2017 | Size: 344.9 KB Download File
2016 Annual MRFP - First National Mortgage Investment Fund Date: March 28, 2017 | Size: 811.0 KB Download File
2017 Interim Financial Statements - First National Mortgage Investment Fund Date: August 23, 2017 | Size: 97.8 KB Download File
2017 Interim MRFP - First National Mortgage Investment Fund Date: August 23, 2017 | Size: 91.2 KB Download File
2017 Interim Financial Statements - All Mutual Funds Date: August 28, 2017 | Size: 1.3 MB Download File
2017 Interim Financial Statements - GaleForce Dividend Growth Pool Date: August 29, 2017 | Size: 487.7 KB Download File
2017 Interim Management Report of Fund Performance - Dividend Growth Class Canada Date: August 28, 2017 | Size: 381.0 KB Download File
2017 Interim Management Report of Fund Performance - EuroPlus Dividend Growth Fund Date: August 28, 2017 | Size: 376.7 KB Download File
2017 Interim Management Report of Fund Performance - Flagship Global Growth Fund Date: August 28, 2017 | Size: 375.7 KB Download File
2017 Interim Management Report of Fund Performance - Flagship Growth & Income Fund Canada Date: August 28, 2017 | Size: 405.7 KB Download File
2017 Interim Management Report of Fund Performance - Flagship Stock Fund Canada Date: August 28, 2017 | Size: 382.1 KB Download File
2017 Interim Management Report of Fund Performance - Resource Plus Class Date: August 28, 2017 | Size: 339.3 KB Download File
2016 Annual Financial Statements - Flagship Stock Fund Canada Date: March 22, 2017 | Size: 600.0 KB Download File
2017 Interim Financial Statements - Flagship Stock Fund Canada Date: August 29, 2017 | Size: 527.4 KB Download File
2016 Annual Financial Statements - First National Mortgage Investment Fund Date: March 28, 2017 | Size: 399.3 KB Download File

IRC Reports

2017 Stone Independent Review Committee Report Date: March 16, 2017 | Size: 141.1 KB Download File
2017 First National Mortgage Investment Fund Independent Review Committee Report Date: March 16, 2017 | Size: 29.2 KB Download File

Quarterly Portfolio Disclosures

Quarterly Portfolio Disclosure - March 2017 - Dividend Growth Class Canada Date: April 24, 2017 | Size: 591.4 KB Download File
Quarterly Portfolio Disclosure - March 2017 - EuroPlus Dividend Growth Class Canada Date: April 24, 2017 | Size: 614.0 KB Download File
Quarterly Portfolio Disclosure - March 2017- Flagship Growth & Income Fund Canada Date: April 24, 2017 | Size: 610.1 KB Download File
Quarterly Portfolio Disclosure - March 2017- Flagship Stock Fund Canada Date: April 24, 2017 | Size: 592.0 KB Download File
Quarterly Portfolio Disclosure - March 2017 - Resource Plus Class Date: April 24, 2017 | Size: 592.2 KB Download File
First National Mortgage Investment Fund - Quarterly Portfolio Disclosure - September 2017 Date: October 10, 2017 | Size: 46.8 KB Download File
Quarterly Portfolio Disclosure - March 2017 - Flagship Global Growth Fund Date: April 24, 2017 | Size: 612.5 KB Download File

Flow-Through Limited Partnership (FTLP)

Stone 2008 FTLP CEE Deduction Update Date: | Size: 92.2 KB Download File

Fund Documents

Resources

Fund Essentials

Stone Dividend Growth Class - September 2017 Date: | Size: 658.8 KB Download File
Stone EuroPlus Fund - September 2017 Date: | Size: 760.0 KB Download File
Stone Global Growth Fund - September 2017 Date: | Size: 690.5 KB Download File
Stone Global Balanced Fund - September 2017 Date: | Size: 754.0 KB Download File
Monthly Performance & Fact Sheet - September 2017 Date: | Size: 570.9 KB Download File
Stone Select Growth Class - September 2017 Date: | Size: 613.3 KB Download File
Stone Growth Fund - September 2017 Date: | Size: 631.8 KB Download File

Portfolio Notes

Portfolio Notes - September 2017 Date: | Size: 1.2 MB Download File

Market Commentaries

Quarterly Aviva Commentary - June 2017 Date: | Size: 969.4 KB Download File
Exploring the inplications of Brexit for thge UK economy and markets Date: | Size: 522.9 KB Download File
Stone Investment Group Monthly Commentary - September 2017 Date: | Size: 1.6 MB Download File
Hammond cancels autumn, but winter is here to stay Date: | Size: 1.1 MB Download File
Rathbone Unit Trust Management UK Election Update 2017 Date: | Size: 158.8 KB Download File

2013 Flow-Through Limited Partnership

Stone 2008 FTLP CEE Deduction Update Date: | Size: 92.2 KB Download File

First National Mortgage Investment Fund

2016 Annual MRFP - First National Mortgage Investment Fund Date: | Size: 811.0 KB Download File
2017 Interim Financial Statements - First National Mortgage Investment Fund Date: | Size: 97.8 KB Download File
2017 Interim MRFP - First National Mortgage Investment Fund Date: | Size: 91.2 KB Download File
First National Mortgage Investment Fund January Monthly Distribution Date: | Size: 54.9 KB Download File
First National Mortgage Investment Fund Announces Annual Redemption and Progress Report Date: | Size: 97.2 KB Download File
First National Mortgage Investment Fund Quarterly Portfolio Disclosure - September 2017 Date: | Size: 46.8 KB Download File
2017 First National Mortgage Investment Fund Independent Review Committee Report Date: | Size: 29.2 KB Download File
2016 Annual Financial Statements - First National Mortgage Investment Fund Date: | Size: 399.3 KB Download File

GaleForce Dividend Growth Pool

2016 Annual Financial Statements Date: | Size: 520.0 KB Download File
2017 Interim Financial Statements Date: | Size: 487.7 KB Download File
Offering Memorandum Date: | Size: 284.3 KB Download File

Select Growth Class

Fund Essentials - September 2017 Date: | Size: 613.3 KB Download File
2016 Annual Management Report of Fund Performance Date: | Size: 344.9 KB Download File
Quarterly Portfolio Disclosure - March 2017 Date: | Size: 592.2 KB Download File
2016 Annual Financial Statements Date: | Size: 1.6 MB Download File
2017 Interim Financial Statements Date: | Size: 1.3 MB Download File
2017 Interim Management Report of Fund Performance Date: | Size: 339.3 KB Download File

Global Growth Fund

Fund Essentials - September 2017 Date: | Size: 690.5 KB Download File
2016 Annual Management Report of Fund Performance Date: | Size: 374.2 KB Download File
2017 Interim Management Report of Fund Performance Date: | Size: 375.7 KB Download File
Quarterly Portfolio Disclosure - March 2017 Date: | Size: 612.5 KB Download File
2016 Annual Financial Statments Date: | Size: 1.6 MB Download File
2017 Interim Financial Statements Date: | Size: 1.3 MB Download File

Growth Fund

Fund Essentials - September 2017 Date: | Size: 631.8 KB Download File
2017 Interim Management Report of Fund Performance Date: | Size: 382.1 KB Download File
2016 Annual Management Report of Fund Performance Date: | Size: 382.5 KB Download File
Quarterly Portfolio Disclosure - March 2017 Date: | Size: 592.0 KB Download File
2016 Annual Financial Statements Date: | Size: 600.0 KB Download File
2017 Interim Financial Statements Date: | Size: 527.4 KB Download File

Global Balanced Fund

Fund Essentials - September 2017 Date: | Size: 754.0 KB Download File
2016 Annual Management Report of Fund Performance Date: | Size: 404.9 KB Download File
2017 Interim Management Report of Fund Performance Date: | Size: 405.7 KB Download File
Quarterly Portfolio Disclosure - March 2017 Date: | Size: 610.1 KB Download File
2016 Annual Financial Statements Date: | Size: 1.6 MB Download File
2017 Interim Financial Statements Date: | Size: 1.3 MB Download File

EuroPlus Fund

Fund Essentials - September 2017 Date: | Size: 760.0 KB Download File
2016 Annual Management Report of Fund Performance Date: | Size: 375.1 KB Download File
2017 Interim Management Report of Fund Performance Date: | Size: 376.7 KB Download File
Quarterly Portfolio Disclosure - March 2017 Date: | Size: 614.0 KB Download File
2016 Annual Financial Statements Date: | Size: 1.6 MB Download File
2017 Interim Financial Statements Date: | Size: 1.3 MB Download File

Dividend Growth Class

Fund Essentials - September 2017 Date: | Size: 658.8 KB Download File
2016 Annual Management Report of Fund Performance Date: | Size: 385.3 KB Download File
2017 Interim Management Report of Fund Performance Date: | Size: 381.0 KB Download File
Quarterly Portfolio Disclosure - March 2017 Date: | Size: 591.4 KB Download File
2016 Annual Financial Statements Date: | Size: 1.6 MB Download File
2017 Interim Financial Statements Date: | Size: 1.3 MB Download File